Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,258 | $167,353+34.6% | $143,797+56.6% | $134,545+67.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -25.05% | 0.48%-25.5pp | -0.04%-25.0pp | 418.37%-443.4pp |
| Employer contribution / active EE | $785 | $5,620-86.0% | $4,952-84.1% | $4,742-83.4% |
| Participant deferral / active EE | $8,082 | $6,447+25.4% | $5,638+43.3% | $6,401+26.3% |
| Admin fee / account holder | $614 | $18,096-96.6% | $14,679-95.8% | $11,431-94.6% |